$1M + Loan Application Reviews

Client: A government agency seeking revision of loan application

A government agency hired Sapling to provide an independent, third-party review and due diligence of loan applications above $1M submitted by small and medium-sized businesses.

3 Key Insights:

We developed a set of processes, a deck and financial model templates designed to assess the materials submitted by the applicants to determine whether the proposed financing is tenable.

 

Our model template forecasts out 20 years and allows stress testing based on changes in growth rates and margins.

 

For each loan application, we provide a clear recommendation, as well as required conditions (e.g., security, monitoring, leverage ratios, etc.).

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